Sample Design…

11-D12.  Leadership Transition

Scenario:  A past client organization has called asking for a leadership transition for one of their major department managers.  The department facilitation team has been alerted that you will act as the lead consultant for this effort.  The last organization-wide data collection was concluded within the last fiscal quarter.  You have worked with the team recently on a scenario that would lead to the current request for a transition workshop. 

A.  Outcomes:

            1.  Stabilize the performance and productivity of the Department at current levels.

            2.  Pass the "baton" from the current very effective leader to her replacement. 

            3.  Links:  25 Model Set.

B.  Methods/Agenda:

          1.  Introductions by CEO, Introductions/Setup (old and new managers present).

            2.  Condition of the Department Report by internal Facilitation Team.

            3.  Ceremony to pass the "baton" with brief remarks (old manager departs).

            4.  New Manager’s Introduction of self, management style, etc.

            5.  Facilitation Team identifies current Priorities List.

            6.  Teams work on new Alignment needs with a report containing recommendations.

            7.  Walk around voting and disclosure with tentative selections.

            8.  Final Thoughts, Evaluations.

C.  Resources.

            1.  Time:  3 to 4-Hours.

2.  People:  CEO briefly, Department Facilitation Team, Managers, and workforce members.

3.  Facilitation Team Materials: Standard Event Package, baton, projection equipment.

4.  Participant Materials: Standard Package.  

5.  Bodies of Knowledge:  CapacityWare^TM Technology, and unique for RFP.

6.  Handouts: Transition Model, Data Collection Summaries,

7.  Links:  Client-Key.htm

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